Lansforsakringar Fondforvaltning’s UBS Group UBS Stock Holding History

Lansforsakringar Fondforvaltning’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$53.9M	Buy	1,410,094 +43,522	+3%	+$1.86M	0.28%	68
2025 Q4	$63.8M	Buy	1,366,572 +30,427	+2%	+$1.23M	0.32%	54
2025 Q3	$54.6M	Buy	1,336,145 +45,811	+4%	+$1.78M	0.28%	68
2025 Q2	$43.5M	Buy	1,290,334 +109,073	+9%	+$3.38M	0.25%	77
2025 Q1	$35.9M	Buy	1,181,261 +42,288	+4%	+$1.41M	0.22%	94
2024 Q4	$34.9M	Buy	+1,138,973	New	+$36.1M	0.19%	98

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Lansforsakringar Fondforvaltning's UBS Position: Q1 2026 in Review

Lansforsakringar Fondforvaltning increased its UBS Group (UBS) stake by 3.2% in Q1 2026, buying an estimated $1.86M and bringing the position to 1,410,094 shares worth $53.9M. The position accounts for 0.28% of the portfolio, ranked #68.

Lansforsakringar Fondforvaltning first reported a position in UBS in Q4 2024 and has held it in 6 quarters since. The position peaked at $63.8M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Lansforsakringar Fondforvaltning held 1,410,094 shares of UBS Group worth $53.9M as of Q1 2026.
Lansforsakringar Fondforvaltning bought 43,522 UBS Group shares in Q1 2026, an estimated $1.86M.
UBS Group made up 0.28% of Lansforsakringar Fondforvaltning's portfolio in Q1 2026, its #68 holding.
Lansforsakringar Fondforvaltning first reported a position in UBS Group in Q4 2024 and has held it in 6 quarters since.
Lansforsakringar Fondforvaltning's UBS Group position peaked at $63.8M in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Lansforsakringar Fondforvaltning's 13F filing for Q1 2026, filed 23 Apr 2026.